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Votes
16
CRM - Schedule Reports to Run and Email
Allow CRM reports to be run on schedule and delivered via email in desired format (PDF,HTML, Excel, CSV). Allow users to "subscribe" to reports or determine when they ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
CRM - Show if field is set to Required on main field list
Under customizations->table->fields show if the field is set to "Required" in the main list. Often when doing Data Uploads it's hard to determine if fields are required, ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
12
Order Inquiry>All Orders
Ability to search on a specific order number within Order Inquiry>all Orders. We can search on date, but if the customer has alot of orders you have to scroll thru them, ...by: Mary C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
2
Separate security profile settings for documents and communications
Setup separate security profile settings for documents and communications. Need ability to give users access to communications, but not documents, or to view documents ...by: Stephen H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
CRM - New Report Design - Fields in the Select Column needs to be in ...
Designing new reports in CRM - the fields to choose from for the query are not alphabetized. - writing a new report is just frustratingly slow.by: Sartaj S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
4
CRM - Outbound call handling - Edit Lead/Promote Lead to Opportunity
When working with Outbound call handling feature with a Lead group you cannot Promote the Lead without leaving the call screen. This sucks as you have to go to the Lead, ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
8
Allow a user to view the Customer On Hold status of an A/R Customer ...
If an A/R Customer in Sage ERP Accpac has been placed on hold the user in CRM should see an On Hold checkbox on the Company Summary Screen in integrated CRMby: Andrea M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
15
Show the Active/Inactive A/R Customer/Vendor status on the CRM Company ...
For integrated CRM with Sage ERP Accpac, allow the user to see the active/inactive status on the CRM Company Summary page for Customers and Vendors.by: Andrea M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
2
Change rep on a account or price list
it should be a option to change a rep or price list on a customer to all of there ship to addressby: Lazer R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
3
Link more sales reps to customer profiles
Allow unlimitted sales reps to be linked to an A/R customer profile. Some of the customers I work with have 100's of sales reps and I might work with 50 of them on a ...by: Christopher C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
6
CRM - Ability to Link a Company to an existing AR/AP record
On a CRM Company you should be able to attach it to an existing ERP A/r Customer or A/P Vendor record.by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
4
CRM Integrated with Sage 300 ERP, Customer promotion should create ...
Have CRM keep track of the next customer number and assign it during the customer promotion. In other words, eliminate the need to decide on what the customer number ...by: Dana S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
7
Default salesperson code
Default salesperson code on quote template to the current user logged in creating the quote. And default sales split to 100%.by: judy w. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
I CAN SEE ALL THE "OPEN" UNPAID INVOICES BY GOING TO "A/R DOCUMENT ...
I want to batch print the actual invoices that are unpaid, not just generate an A/R list or send statements. I want the unpaid invoices to be batch printed so that I can ...by: mike l. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
1
Automatic Comment by Customer
Automatic comments that fill in the Order Entry Totals tab based on entry in AR customer info screen that will print on Order Confirmation, Pick List and Invoice. ...by: Tom H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
3
View BOMs from CRM for Quoting
We are a manufacturer and use BOMS for all machinery sold. It would be very helpful if CRM users can drill down from the OE Inquiry/Serial Number Sales History Screen to ...by: MAGGIE D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
3
Inactive Person in Sage CRM
It would be nice to mark a person in CRM inactive, irrespective if they have opportunities. If the person is no longer with the company, the opportunity should stay with ...by: MAGGIE D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Planned
4
Bring back the CRM Customer Statistics tab for the Sage 300 2019 ...
After upgrading Sage 300 to 2019 the CRM customer statistics tab no longer exists. While all this information still can be accessed in CRM, it is really inconvenient to ...by: Tomas B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
9
Sage 300 (2018) The ability to apply multiple prepayments to an ...
Our clients make more than one prepayment before they are invoiced and currently only one prepayment can be applied to the invoice. I would be easier to have the ability ...by: Stephanie L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Planned
4
Track 3 addresses for a customer: Customer Address, "Ship To" Address ...
When dealing with large organizations we typically have to manage 3 addresses. Sage gives us the ability to manage 2. We also need to be able to mail or email the invoice ...by: Sean S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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